Position in PH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,309,023
+$1,082,697 QoQ
Shares Held
11,562
+1.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#416
of 1,972 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $141,288,819 across 25 Specialty Industrial Machinery names. PH ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
96,877 | $47,961,865 | |
| 2 | GEV |
GE Vernova Inc.
|
14,743 | $17,320,960 | |
| 3 | ETN |
Eaton Corp plc
|
35,448 | $15,105,101 | |
| 4 | AME |
Ametek Inc/
|
60,673 | $14,679,225 | |
| 5 | CMI |
Cummins Inc
|
17,817 | $12,707,262 | |
| 6 | PH |
Parker-Hannifin Corp
This page
|
11,562 | $11,309,023 | |
| 7 | EMR |
Emerson Electric Co
|
41,031 | $5,873,587 | |
| 8 | DOV |
DOVER Corp
|
21,455 | $4,811,927 |
All Filings in PH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,309,023 | 11,562 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,226,326 | 11,423 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,599,635 | 13,197 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $7,456,865 | 10,676 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,360,889 | 3,884 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,358,399 | 3,708 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,168,406 | 3,432 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,381,367 | 2,731 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,417,820 | 2,551 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,200,123 | 2,605 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,022,100 | 2,624 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $975,140 | 34,355 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,704,604 | 11,022 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $429,225 | 1,475 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $528,761 | 2,149 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $584,261 | 2,059 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $636,876 | 2,002 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $460,534 | 1,647 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $248,759 | 810 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $243,827 | 773 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||